T.U.B Investing

For the last article of this extraordinary 2020, I like to discuss about a future new trend that will be very interesting in the US Stock Market, as well as the fact that I have been disposing OCBC for another STI component which I target for 2021.  Let’s look at the new trend first… The New Trend for the US Market It is what I called the igaming/sports betting trend . Basically I believe that companies involved directly or indirectly in the sports betting scene will grow significantly in 2021. The reasons are as follows: 1. New Jersey Supreme Court Ruling If we look prior 2018, Sports betting was illegal. As per article , it was “after New Jersey's Supreme Court victory in May 2018, any state that wishes can legalize sports betting”. Thus, since then, many states have proceeded to legalise sports betting. 2. Covid-19   Covid-19 pandemic accelerated the process of state government pushing ahead to legalise sports betting. The reasons were simple – for taxes. As per article , w...

Sometimes, I blame myself for not being successful enough. Because if you are, maybe more people will listen to you. In Sep 2020, I put out a few post to inform people not to ignore STI ETF. 5 Sep 2020 -  The Risk Of Passive Investing In ETF 8 Sep 2020 -  If I Had To Choose - STI ETF or One of its Components? If you had enter on 4 Sep, you will be sitting on around 12% gain in almost 2.5 months? On 24 Sep 2020, I had also inform readers of my actions to purchase more US Stocks . Since then US stocks has made an amazing comeback! On 27 Oct 2020, I also inform readers of my thoughts of using SG as a hedge to my US Stocks. I also informed them to enter slow and steady, with caution. If any one of you had read and taken action, please comment on the post, on my FB page or just share this post. The fact is if anyone had taken action, they will be sitting on some gains now. But if you are in FOMO (Fear of missing out) mode, please switch out that mode and look at your cash pile. It...

US Stocks has been rising significantly! It was on FIRE ! Firstly Biden beat Trump.  And then on 9 Nov 2020 -  Vaccine hope increases significantly! Then BOOM! The US market went crazily green . Then Macy's Inc went up significantly! Screenshot from SeekingAlpha Just a recap - I uploaded a YouTube Video on Recovery Stock and also my selection of Macy's Inc as a company to purchase. In the video, I also did a SWOT business analysis! In addition, I also did a fireside chat on FB Live with JR_Chai where we chatted about the Investment Landscape and the sectors I am investing in. During this session, I also explained on my investment in Macy's Inc. So with the sudden share price gain, can I equate that my Macy's Inc analysis was spot on?  MAYBE. After all, without the analysis, I will not have the conviction to hold on to the company when the share price went from US$7 plus to almost US$6.  Nevertheless, as Investors, we must stay realistic and understand luck does pl...

It has been a long while.  At last, YES, it is back!  We are re-launching our Fundamental Scorecard Website ! After a really really long time, we have re-created a NEW Combined Scorecard where we combined the Ultimate Scorecard, the Full Analysis Scorecard and the Moat Scorecard into 1 SINGLE SCORECARD REPORT where everything we believe are important are in just 2 pages! Parts of the Combined Scorecard is in this post . You can also find parts of the Combined Scorecard from 3F Brian's Post in his blog and also on this post on his Facebook Page ! Read the guide below to understand more! I believe you definitely still have questions for us, thus we will be having a webinar to discuss Fundamental Scorecard and the Combined Scorecard on: 6 Nov 2020 (This Upcoming Friday), 8pm to 9.30pm.  On Zoom.  Click on this LINK on Friday to join us in the webinar!

While I informed of my friends a possible correction ahead this week and the month ahead, one of them asked me if the SG banks will be falling as well?  I gave him a long message and it goes like this: "In US, the economy is protected via the stimulus. So when the 2nd stimulus is taking so long, economy get worse In SG, it is a bit different. We are protected by government in terms of everything, to the point have keeping our job. We are in a bubble wrap economy in SG. For example, just look at SIA, if government did not even come out with the stimulus plans, so many people will be out of job. The fact is - once this bubble is POKED and it will burst, the banks will be the 1st to hit. Big time. There are really many policies that is protecting everyone - like the wage credit scheme, the temporary covid-19 act that allows deferment of loan payments, forbearance of loan payments for mortgage, Temporary bridging loan by Spring Singapore (90% risk sharing), etc. Banks knows this and i...

My Fundamental Scorecard Telegram Group and Facebook Readers will have gotten this information 1 day earlier. But nevertheless, here it is for my blog readers. The above pictures shows how Combined Scorecard of Fundamental Scorecard Website can be used to accelerate choosing between Fastly, Cloudflare and Limelight Network quantitatively. Generally, in the 4 quadrants, it is indicating that Fastly and Cloudflare is definitely more better choice over Limelight Network. In terms of income statement, Cloudflare and Fastly is similar. But in terms of balance sheet, Fastly is better by a mile in terms of its cash balance and debt balance. Even on a NAV level, Fastly is better. Nevertheless, Combined Scorecard looks solely on Companies on a quantitative basis. This will allow us to have more time to compare the companies qualitatively. That's what Fundamental Scorecard Website is trying to do - To Fully Maximize Utilizing All Your Resources! Do note that the above pictures do not show...

I am going to start a new series on the US companies that I am holding.  But since this is first post, being the start, I will just be controversial a bit. I will be talking about some companies that I no longer hold. Or rather I traded them within a very short time span with the help of my TA guru friend and my Fundamental Scorecard's Combined Scorecard - Check out the revamped website now! Having called myself "TUBInvesting", but ironically I traded some companies recently. It was actually quite an experiment for me.  There were 4 companies provided by the TA guru friend. 1 of them made it to become a longer term holding of 3 months to 6 months (which I will make a video on it) . Therefore, I will be talking about the reminder 3 companies in this post. In addition, I like to add that since quantitatively I was able to depend totally on the combined scorecard results, I had more time to research on the qualitative stuff. These research came out 1 or 2 days of free nigh...